See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,661 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.35% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,701 | $6,841-75.1% | $6,419-73.5% | $4,299-60.4% |
| Participant deferral / active EE | $9,041 | $9,865-8.4% | $9,331-3.1% | $6,507+38.9% |
| Admin fee / account holder | $689 | $17,692-96.1% | $16,305-95.8% | $12,624-94.5% |